Financial Services Administrator

1 day ago


Nottingham, Nottingham, United Kingdom Tate Full time
Role Overview

This is an exciting opportunity to join Tate as a Financial Services Administrator, supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.

Maintain databases and spreadsheets, analyse data, and conduct competitor analysis. Support the organisation and management of events, webinars, and Salesforce campaigns.

Key Responsibilities
  • Maintain databases and spreadsheets to ensure accurate and up-to-date information.
  • Analyse data to identify trends and opportunities for growth.
  • Conduct competitor analysis to inform business decisions.
  • Support the organisation and management of events, webinars, and Salesforce campaigns.
Requirements
  1. 2+ years of experience in an administration or paraplanner role.
  2. High proficiency with Microsoft Excel, Word, and PowerPoint.
Benefits
  • A competitive salary range of £35,000 - £40,000 per annum (OTE).
  • A hybrid working arrangement after the training period, allowing for a better work-life balance.
  • The opportunity to work in a high-growth environment with a supportive team.


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